Forum Discussion
Dax expression calculation help
Hi,
I have only selected the project number with no Year and Month Name selection and export the data.
I need to calculate the YTD of Extended Amount if I select Year as 2024
The FY should be 2024 and Taking all Transaction Date until the last of month selected on Month Name .
I am attaching the excel file . The yellow part should be inculded to calcualte the YTD Budget.
ashmitp869 , You should able to do that using a date table joined with date of your table and using a measure like
example
YTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESYTD('Date'[Date],"12/31"))
Time Intelligence, Part of learn Power BI https://youtu.be/cN8AO3_vmlY?t=27510
Time Intelligence, DATESMTD, DATESQTD, DATESYTD, Week On Week, Week Till Date, Custom Period on Period,
Custom Period till date: https://youtu.be/aU2aKbnHuWs&t=145s
7 Replies
ashmitp869 , You should able to do that using a date table joined with date of your table and using a measure like
example
YTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESYTD('Date'[Date],"12/31"))
Time Intelligence, Part of learn Power BI https://youtu.be/cN8AO3_vmlY?t=27510
Time Intelligence, DATESMTD, DATESQTD, DATESYTD, Week On Week, Week Till Date, Custom Period on Period,
Custom Period till date: https://youtu.be/aU2aKbnHuWs&t=145sHi amit,
If I do that its not doing the sum of amount for last year transaction date though its under 2024 FY.Please see the below screenshot marked in Red.
Hi,
What's the start of your FY? Share the download link of your PBI file.
Hi ,
FY start from 01/06/2015 .
Hi,
In the measure shared by Amit, replace 12/31 with 5/31.
Hope this helps.
